Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,075 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
1,098
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,098
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
1,098
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,098
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
1,098
shares
|
$1.15 Million
0.79% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,097
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,096
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,092
shares
|
$1.15 Million
1.62% of portfolio
|
Q4 2024
Reduced 44.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,091
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
1,090
shares
|
$1.15 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
1,089
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 49.11%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,087
shares
|
$1.14 Million
0.2% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,087
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2023
Added 3.03%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,086
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1,086
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,084
shares
|
$1.14 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,083
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
1,083
shares
|
$1.14 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,081
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Added 86.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
1,081
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,079
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 256.11%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,078
shares
|
$1.13 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.55%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
1,077
shares
|
$1.13 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
1,076
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
1,075
shares
|
$1.13 Million
0.44% of portfolio
|
Q4 2024
Added 1.8%
|